Jan
24th

Save The Date – 14th Annual Advisor Seminar

Categories: Foundation Advisor eNews |

AccreditedCF_Seal_BK-no_tag CFSI Receives National Accreditation  Renewed Assurance for Your Clients’ Philanthropic Goals Your clients insist on sound advice and the highest standards for financial management. So do ours. The Community Foundation of Southern Indiana’s recently renewed accreditation with National Standards for U.S. Community Foundations® indicates that we meet the most rigorous standards in philanthropy. This voluntary…

Nov
18th

Help Your Clients Prepare to Celebrate

Categories: Foundation Advisor eNews |

488483612 HELP YOUR CLIENTS PREPARE TO Celebrate! LET US HELP YOU COMPLETE THEIR YEAR-END GIVING NOW, SO THEY CAN ENJOY THE NEW YEAR The time to prepare your client’s year-end plans is now. We can help. The Community Foundation of Southern Indiana offers you – and your clients – many solutions for charitable giving, tax planning,…

Sep
22nd

Save Some Time Planning This Year-End

Categories: Foundation Advisor eNews |

clock It’s Time to Start Thinking About Your Clients’ Year-End Plans Are you starting to think about your clients’ year-end plans? It’s hard to believe but the time to start putting together your clients’ year-end plans is now. As your and your clients’ partner, resource and steward in philanthropy, we can work with you to provide…

Jul
11th

Community Foundation Meets $2 Million Match

Categories: Foundation Advisor eNews |

Woman climber success silhouette in mountains, achievement inspiration Thank You  For Helping Us Reach Our $2 Million Matching Goal   To our current and past board, volunteers, staff, professional advisors, fundholders, donors and our entire community, thank you for helping us reach our $2 million matching grant goal from Lilly Endowment, Inc.! We couldn’t have done this without you.  Due to your support…

May
17th

Register Now – Free CLE/CPE/CFP Seminar

Categories: Foundation Advisor eNews |

unnamed Lucian Simmons will discuss how to value works of art for charitable giving and the legal issues surrounding the displacement of art during WWII. Martin Hall will present 2016’s most innovative and unique trends and developments for charitable taxation and planning giving. This free seminar offers the following continuing education credits: 2.5 hours of CLE…

Apr
6th

Save the Date: Annual Professional Advisor Seminar

Categories: Foundation Advisor eNews |

Print Save The Date  Annual Professional Advisor Seminar  Morning of June 2, 2016 We are pleased to announce our upcoming Annual Professional Advisor Seminar, which will be held at the Muhammad Ali Center in Louisville, Kentucky, on the morning of June 2, 2016.  As in prior years, we will be partnering with the Community Foundation of Louisville to…

Mar
18th

Only Two Weeks Left to Double Your Clients’ Charitable Gifts

Categories: Foundation Advisor eNews |

clock Do you have clients in Southern Indiana who want to give back to their community and have their gifts DOUBLED!?   There are only a couple weeks left to Double Your Clients’ Charitable Gift…  Because of a unique matching opportunity offered by the Lilly Endowment, Inc., the Community Foundation of Southern Indiana can double your…

Feb
18th

There is Still Time to Double Your Clients’ Charitable Gifts

Categories: Foundation Advisor eNews |

Do you have clients in Southern Indiana who want to give back to their community and have their gifts doubled?   Time is  Running Out to Double Your Clients’ Charitable Gift…  Because of a unique matching opportunity offered by the Lilly Endowment, Inc., the Community Foundation of Southern Indiana can double your clients’ charitable gifts…

Jan
15th

Congress Makes Year-End Changes

Categories: Foundation Advisor eNews |

Monthly Gift Planning Tips Valuable Resources for You and Your Clients Congress Leaves a Year-End Gift The Protecting Americans from Tax Hikes Act of 2015, signed into law on December 18, makes permanent the IRA rollover . . . more Blending Income Tax and Transfer Tax Savings High-net-worth clients who support charitable organizations may have…

Dec
18th

IRA Charitable Rollover on Verge of Becoming Permanent

Categories: Foundation Advisor eNews |

Website Header Blank It’s Not Too Late to Double Your Clients’ Charitable Gift Because of a unique matching opportunity, the Community Foundation of Southern Indiana can double your clients’ charitable gifts by year end. Even with just a couple of weeks left in the year, it’s not too late for your clients to take advantage of this opportunity…